Logo for WORK[etc] CRM

WORK[etc] CRM

All-in-one business management system. CRM + Social + Projects + Billing
(based on 33 reviews)
  • 3,011 followers

Key Features of WORK[etc] CRM

  • CRM with account history, contact tagging, reminders & more
  • Project Management with client access, gannt charting & more
  • Billing with multi-currency, subscription, catalog
  • Custom Fields viewable on projects, support cases & sales
  • Documents, Blogs, Reporting and more...!
  • Helpdesk with support tickets
  • iPhone, Android & Mobile Support
  • Gmail and Outlook Plugins
  • For 5 to 100 employees
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Screenshots of WORK[etc] CRM

Screenshot #1 of WORK[etc] CRM (Billing, payment tracking and integration with Xero & Quickbooks)
Screenshot #2 of WORK[etc] CRM (Projects with dependencies, alerts and activity streams)
Screenshot #3 of WORK[etc] CRM (Manage Sales Leads, Workflows and Pipeleins)
Screenshot #4 of WORK[etc] CRM (Unlimited Contacts & Relationships)

Overview of WORK[etc] CRM

No one in your business is an island. Your sales team works with the back office team. Billing follows up issues with support and your project team is forever collaborating with contractors and customers.

So why buy into a CRM that just does, well... CRM?

You need more than CRM. You need a total business management solution.

WORK[etc] is an "all-in-one" business management platform for growing businesses that includes CRM, project management, billing, help desk, customer portal, social media and more.

Manage a lead, issue a quote, deliver the project, ship the product, bill the customer and solve issues all from the one integrated cloud-computing platform.

★ CRM + Projects + Social + Billing ★
★ Web, iOS and Android Apps ★
★ Outlook and Gmail Plugins ★
★ QuickBooks Online and Xero integrations ★

Advanced features include:
★ Email marketing, web forms & reporting
★ Customer portals & discussions

Read full description of WORK[etc] CRM ↓

Specifications

Intended UsersFreelancers, Large Enterprises, Mid Size Business, Non Profits, Public Administrations, Small Business
Devices SupportedAndroid, iPhone-iPad, Linux, Mac, Open-source, RIM-BlackBerry, Web-based, Windows, Windows Phone
Supported CountriesAustralia, Canada, United Kingdom, United States
Supported LanguagesEnglish
Support OptionsFAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials
Categories· CRM · Online CRM · Billing and Invoicing · Collaboration Tools · Project Management · Contact Management · Sales Management · Business Management

WORK[etc] CRM Pricing

Starting from: $195.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

★ Free Trial - No Credit Card Required ★

Benefits

ONE SYSTEM FOR EVERYTHNG
Stop wasting time trying to manage your business with multiple software and web tools. Instantly become more efficient when you switch to WORK[etc]'s combined Web CRM, Projects, and Billing platform.

SHARE INFORMATION
With combined CRM, projects and billing, WORKetc lets you share information like never before. Collect a sales lead from your web site, convert it to a customer, create a new project for the customer, invite employees to participate in the project, invoice the customer and then run real-time reports...all from within WORKetc.

WORK FROM ANYWHERE
WORKetc lets you work from anywhere you want. On the road or at home after putting the kids to bed, your business is now wherever you need to be.

EASY TO LEARN. SIMPLE TO USE.
Making the change to a new system can be frustrating and time consuming. We’ve focussed on making WORKetc right for small business with intuitive navigation, instructional videos and a “just start using it” approach to training.

VALUE FOR MONEY
Purchasing each of the software tools available in WORKetc individually will cost the average business thousands. WORKetc combines everything you need into a single, value monthly subscription



Verified
Reviewer

All in one CRM

Manolo Navarro19th of July 18:56

I've been using Work ETC for years, and it has a lot of functionality all in one, since begining of the sale to the customer service. When I learn to use a new feature of Work ETC my productivity increses.

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Verified
Reviewer

IT Business

Jason18th of July 15:44

We use WORKETC on a daily basis to pretty much run our business. I am a junior engineer for a IT consulting business out of Dallas Texas. We have multiple clients from small business to corporate businesses. The all in one capabilities are what make this software a must have for almost any business. You are able to track time input for all employees and customize your clienteles information to suit your needs. Our clients are able to submit various forms of ticket requests. They can visit a customer portal, shoot an email or even call you. You can create the ticket for them. You can create documentation for every contact and store your own business documentation and training paperwork. The best part is your able to do all of this real time and its fast. No hassle in retrieving old cases and managing cases in your own personal mailbox. Not to mention I contact customers via email with my own personalized logo right from the CRM software. Time entry is precise and very detailed with many customized fields. I've looked and there is no software quite like this. We get a service call, log a ticket, and create timestamps. For any business owner the investment you make is worth it. It pays for itself times ten and much more if you would like. None of those nasty errors with out of date databases requiring time and strenuous updates. You want productivity, this is it.

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Verified
Reviewer

CRM? or life saver?

mbrenneman18th of July 08:31

As a business development and technology company, we were looking for something awesome that would help us track expenses specifically to a job, manage projects no matter the size, and help us stay organized, while billing appropriately, too. Work[etc] did all of that, and more, for us. It’s a very comprehensive and in-depth CRM and business saving software that tracks your subscriptions, gives financial overviews, and tracks a myriad of other data. We own several restaurants and do the bookkeeping for several more on top of the business development and technology side of our company, so the accounting features in Work[etc] aren’t quite for what we do, even on the technology stuff. But, Work[etc] was never really meant to be an accounting software, either! It integrates pretty well with Quickbooks Online, however, and what doesn’t integrate, takes me mere minutes to enter and track. The relationship between the two has definitely revolutionized the way we track our financial data, and has significantly cut down on the time we spend working. One of the best features of Work[etc], in my opinion, is it’s ability to send emails, track attachments and time sheets, and remind you of tasks that need to be done! It has, quite literally, saved us a ton of money when we thought we had lost client release forms or information. This feature, in itself, is worth the cost. Work[etc] is both a CRM and a lifesaver.

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Verified
Reviewer

Very Good Web Based Program!

Steven Kennedy Jr., Customer Support at The Gringham Group16th of July 23:44

I use this for tech support and sales. Works amazing!

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Verified
Reviewer

WorkEtc helps us to get on with our business, etc.

David McGarry14th of July 21:23

We have been using WorkEtc in our Web Development business and it's definitely improved our processes. We use WE through the entire development lifecycle and it has proved to be invaluable for devs, support and sales. We also use it to store timesheets and documents, etc. The CRM is intuitive and we would recommend it to many tech businesses like ours.

Read all reviews for WORK[etc] CRM

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